Funds holding iShares 0-5 Year Investment Gr
3 funds declare a position · 0 ETFs and 3 other funds · 15.9M $ · US46434V1008
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Bramshill Income Performance Fund Advisor Managed Portfolios | 130,872 | 6.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 2 | GuidePath Conservative Income Fund GPS Funds II | 92,289 | 4.7M $ | 26.91 % | as of Mar 31, 2026 · Original filing |
| 3 | BHILL Fund Advisor Managed Portfolios | 91,768 | 4.6M $ | 8.74 % | as of Mar 31, 2026 · Original filing |
Institutional managers
243 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 2,377,262 | 120M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 2,077,168 | 104.9M $ | as of Mar 31, 2026 |
| LJI Wealth Management, LLC | 1,367,626 | 69.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,158,628 | 58.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,107,443 | 55.9M $ | as of Mar 31, 2026 |
| MAI Capital Management | 1,083,687 | 54.7M $ | as of Mar 31, 2026 |
| World Investment Advisors | 1,032,454 | 52.1M $ | as of Mar 31, 2026 |
| Bramshill Investments, LLC | 997,002 | 50.3M $ | as of Mar 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | 970,988 | 49M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 828,129 | 41.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 787,808 | 39.8M $ | as of Mar 31, 2026 |
| Crews Bank & Trust | 759,580 | 38.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 727,957 | 36.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 595,893 | 30.1M $ | as of Mar 31, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 529,983 | 26.8M $ | as of Mar 31, 2026 |
| Wiser Wealth Management, Inc | 491,388 | 24.8M $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 469,587 | 23.7M $ | as of Mar 31, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 458,289 | 23.1M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 396,979 | 20M $ | as of Mar 31, 2026 |
| CAMDEN NATIONAL BANK | 379,909 | 19.2M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 359,323 | 18.1M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 360,566 | 17.8M $ | as of Mar 31, 2026 |
| Colonial Trust Advisors | 313,171 | 15.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 296,574 | 15M $ | as of Mar 31, 2026 |
| Global Wealth Management Investment Advisory, Inc. | 264,985 | 13.4M $ | as of Mar 31, 2026 |